Rialto Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Rialto Wealth Management’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.16M	Sell	21,593 -1,477	-6%	-$154K	0.49%	49
2025 Q4	$2.3M	Sell	23,070 -1,659	-7%	-$165K	0.55%	40
2025 Q3	$2.42M	Sell	24,729 -1,878	-7%	-$174K	0.62%	38
2025 Q2	$2.32M	Sell	26,607 -566	-2%	-$46K	0.65%	41
2025 Q1	$2.19M	Hold	27,173	–	–	0.69%	38
2024 Q4	$2.43M	Buy	+27,173	New	+$2.51M	0.8%	33

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Rialto Wealth Management's VTWO Position: Q1 2026 in Review

Rialto Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 6.4% in Q1 2026, selling an estimated $154K and leaving 21,593 shares worth $2.16M. The position accounts for 0.49% of the portfolio, ranked #49.

Rialto Wealth Management first reported a position in VTWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.43M in Q4 2024. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Rialto Wealth Management held 21,593 shares of Vanguard Russell 2000 ETF worth $2.16M as of Q1 2026.
Rialto Wealth Management sold 1,477 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $154K.
Vanguard Russell 2000 ETF made up 0.49% of Rialto Wealth Management's portfolio in Q1 2026, its #49 holding.
Rialto Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Vanguard Russell 2000 ETF position peaked at $2.43M in Q4 2024.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.